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Original filing (PDF)20251015163713NAL0002644259003
PLUMBERS AND STEAMFITTERS LOCAL 166
Form 5500
FILING_RECEIVED
PLUMBERS AND STEAMFITTERS LOCAL 166 HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~668 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
856
Accounts w/ balance
—
Plan assets (EOY)
$33.7M
Net assets (EOY)
$32.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 668 bps in Schedule C fees — 2203% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUMBERS AND STEAMFITTERS LOCAL 166.
Plan sponsor
Name
PLUMBERS AND STEAMFITTERS LOCAL 166
EIN
35-2030543
Address
2930 WEST LUDWIG ROAD · FORT WAYNE, IN · 46818
Phone
(260) 483-1015
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BENESYS, INC.
EIN
38-2383171
City
TROY, MI
Phone
(248) 813-9800
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
Audit & trust (Schedule H)
Auditor
WHITINGER & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERSIDE HEALTH LLC | — | DENVER, CO | — | $1.6M | — |
| BENESYS, INC | 38-2383171 | — | — | $239K | — |
| PLUMBERS & STEAMFITTERS LOCAL 166 | 35-1776725 | — | — | $96K | — |
| ASHERKELLY | 84-3379113 | — | — | $63K | — |
| EPIC INSURANCE MIDWEST | — | FORT WAYNE, IN | — | $45K | — |
| CUNI, RUST & STRENK | 31-1227755 | — | — | $37K | — |
| STEFANSKY, HOLLOWAY & NICHOLS INC | 38-2388845 | — | — | $29K | — |
| SEGALL, BRYANT & HAMILL | 41-7188385 | — | — | $23K | — |
| WHITINGER & COMPANY LLC | 35-0905017 | — | — | $23K | — |
| AMERICAN GRAPHICS | 38-2090931 | — | — | $22K | — |
| MCQUEEN INSURANCE GROUP | 20-1495393 | — | — | $17K | — |
| ATI PHYSICAL THERAPY | — | BOLINGBROOK, IL | — | $12K | — |
| FIFTH THIRD BANK | — | CINCINNATI, OH | — | $8K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | — | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.